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The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
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The ideal candidate will have previous experience in the financial services industry and have strong attention to detail. We are seeking a Financial Planner for a wealth management company in Columbia, SC. This is a full time, permanent position with benefits.
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Three Rivers Behavioral Health (TRBH) is a 129-bed inpatient facility located in the eastern portion of Lexington County in SC. We specialize in psychiatric and chemical dependency services for adolescents, adults, military and first responders.
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Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.
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Follow up form the assessment may include the need to assist the patient and contact outside agencies such as Vocational Rehabilitation, Department of Health and Human Services, Social Security Administration and others.
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Required, Must complete federal registration and annual renewal as required by the SAFE Act. RequiredSkill(s): Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of retail banking products and services, Business development, Networking and building centers of influence, Application of a structured sales processFirst Citizens benefits programs are designed to meet our associates where they are in life.
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Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
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Possess a minimum of one year of experience working as a successful Financial Service Representative II at SC Federal that consistently meets or exceeds performance objectives and operational standards or one year experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals.
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ResponsibilitiesDevelop leads, schedule appointments, identify customer needs, and market appropriate products and services. Salary plus commission/bonusPaid time off (vacation and personal/sick days)Growth potential/Opportunity for advancement in my agency.
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For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table3 the standard of excellence for life insurance sales performance in the insurance and financial services industry.
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A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments.
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We are looking for an Audit Senior Manager with Financial Services experience to join our team. A Bachelor's degree in Accounting or Finance and 8+ years of recent audit experience at a public accounting firm or an equivalent combination of education and experience with a focus on the audits of financial services companies.
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We work with some of the world's most known brands in dozens of industries, including Banking & Financial Services; Insurance; Communications, Media & Entertainment; Healthcare; Retail & Consumer Packaged Goods; Technology; Travel, Transportation, Hospitality & Logistics; and Mortgage Services, helping them to better support and serve their customers.
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B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies. Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA.
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financial services jobs Title: financial in Columbia, SC
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